Turning Off Automatic Superbills for Specific Clients

Please note: "invoice" is synonymous with "Superbill." 

This feature allows you to turn off the superbill creation for a specific client. It is only applicable if you have enabled Auto-superbills in the Practice Settings under the Invoices tab.

Here's how to turn off superbill creation for a specific client:

Step 1: Navigate to Search Clients then input the name of the desired client.

Step 2: A dialog box will appear allowing you to access the client page by clicking Go to Client Page.

Step 3: From the Client Overview tab and locate the checkbox for Prevent Superbill at the bottom. Check this box, then click Save Changes. This action will prevent the client from receiving auto-generated superbill.

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